Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,008
Closed -$278K 122
2021
Q1
$278K Buy
1,008
+243
+32% +$67K 0.84% 42
2020
Q4
$225K Buy
+765
New +$225K 0.23% 192